Matthew Avery Email & Phone Number
Operations Manager @ Pinnacle Plan Design
5 free lookup(s).
No credit card required.
Matthew Avery Location
- Leesburg, VA, US
Matthew Avery Work
- 2026 -now Operations Manager @
- 2015 -now Director of Business Operations @
- 2024 -2026 Director of Business Operations @
- 2022 -2024 Director, Retirement Plan Services @
- 2015 -2022 Director of Corporate Development @
- 2014 -2015 Manager, Administrative Services @
- 2013 -2014 Technical Plan Documents Specialist @
- 2008 -2013 Senior Trust Officer, Vice President, CTFA @
- 2008 -2010 AVP, Trust Administrator @
- 2005 -2008 Payroll Coordinator @
- 2008 -2013 VP, Director of Client Services @ Wilson/Bennett Capital Management, Inc.
Matthew Avery Education
- Jack Welch Management Institute
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
2015-2016 - University of Maryland Global Campus
BS (Legal Studies)
2005-2009 - College of Southern MD
AAS (Paralegal Studies)
2003-2005
Matthew Avery Skills
- 401k Plan Design
- Management
- ERISA
- Investments
- Regulatory Compliance
- Securities
- Trusts
- Employee Benefits
- Wealth Management
- Portfolio Management
- Financial Analysis
- Strategic Financial Planning
- Risk Management
- Customer Service
- Microsoft Office
- Team Management
- Series 65
- Series 7
- Defined Contribution
- Real Estate
- Fixed Income
- Finance
- Credit Risk
- 401k
- Investment Strategies
- Retirement Planning
- Asset Allocation
- Banking
- Small Business Lending
- 401(k) Retirement Savings Plans
- Insurance
- Financial Services
- Services
- 401 Retirement Savings Plans
Matthew Avery Summary
- Matthew Avery, based in Leesburg, VA, US, is currently a Operations Manager at Pinnacle Plan Design. Matthew Avery brings experience from previous roles at RBMuha, xScion Solutions, Definiti LLC and Retirement Planners and Administrators. Matthew Avery holds a 2015 - 2016 Master of Business Administration (M.B.A.) in Business Administration and Management, General @ Jack Welch Management Institute. With a robust skill set that includes 401k Plan Design, Management, ERISA, Investments, Regulatory Compliance and more. Matthew Avery has 5 emails and 4 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Matthew Avery?
Find contact details for 700 million professionals.
Others Named Matthew Avery
Matthew Avery
Director of Strategic Development
Kingham, GB
Matthew Avery
Staff Security Software Engineer
California, United States
Matthew Avery
Account Executive, UK Public Sector
United Kingdom
Matt Avery
Creative Director
London, GB
Matthew Avery
Principal Software Engineer
Austin, TX, US
Top Pinnacle Plan Design Employees
Matthew Avery
Operations Manager
Leesburg, VA, US
Paul Scardicchio
Retirement Plan Consultant Manager
Chicago, IL, US
Scott Basco
Consulting Actuary
Independence, OH, US
Tammy Shinohara
Retirement Plan Consultant
Tucson, AZ, US
Caitlyn Bradley
Retirement Plan Consultant
Phoenix, AZ, US
Joe Nichols
Senior Manager and Retirement Plan Consultant
Kansas City, MO, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co